who we are

We are expert strategic marketing and sales consultants. We serve financial advisors, investment managers, retirement plan recordkeepers and TPAs and other professionals.

We leverage industry knowledge and creative capacities that are sometimes difficult to source and connect. Our goal is to support you with a highly effective, cost-efficient outsource partnership that delivers customized and well-coordinated marketing and sales campaigns.

A partnership that works – for you

GSM Marketing has always been focused on helping clients find their voice to express their brand and story. GSM’s core theme “It’s not lead generation, it’s relationship generation” sums up our philosophy and is the underpinning of every video, website, article or email we author. It’s about understanding what it takes to earn relationships and successfully communicate this.

We believe marketing “sets the table” for sales. That’s why our partnership with business development leaders matters!

Our business development partners bring decades of institutional experience helping investment and retirement plan professionals optimize their strategic sales focus and outreach. As RMS, we present a holistic approach to a wide spectrum of marketing and sales needs clients have.

Learn more about our truly cost-effective solutions that create real business value.

Put our experience to work

Alan Gross and Tom Makeever lead the GSM Marketing team. Alan and Tom each have more than 25 years experience leading product, sales and marketing teams in this industry.

Connect with Alan

Connect with Tom

No more herding cats

Retirement Marketing & Sales

Industry leaders in strategic consulting and services to investment and retirement plan professionals.